$183 Million is the total value of Laird Norton Wetherby Wealth Management, LLC's 470 reported holdings in Q2 2010. The portfolio turnover from Q1 2010 to Q2 2010 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2010 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2010-07-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 45 | Q2 2024 | 8.6% |
| MICROSOFT CORP | 45 | Q2 2024 | 5.2% |
| VANGUARD INDEX FDS | 45 | Q2 2024 | 5.9% |
| AMAZON COM INC | 45 | Q2 2024 | 3.3% |
| SPDR S&P 500 ETF TR | 45 | Q2 2024 | 3.4% |
| ISHARES TR | 45 | Q2 2024 | 2.8% |
| ISHARES TR | 45 | Q2 2024 | 1.8% |
| EXXON MOBIL CORP | 45 | Q2 2024 | 3.9% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 1.4% |
| META PLATFORMS INC | 45 | Q2 2024 | 1.7% |
View Laird Norton Wetherby Wealth Management, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ADVENT CLAYMORE CONVERTIBLE SECURITIES & INCOME FUND | January 28, 2010 | 11,057 | 0.1% |
View Laird Norton Wetherby Wealth Management, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Laird Norton Wetherby Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.